Sentences with phrase «collect information about clients»

* Collect information about clients using tests, interviews, and observations.

The regulations would have forced lawyers to collect information about their clients and their financial transactions and turn that information over to the government on demand.

Legislative changes passed in 2006 expanded the types of transactions that must be reported to FINTRAC, as well as the number of professionals and organizations that are required to collect information about clients and to report it to FINTRAC.

Not exact matches

Both businesses provide dating consultants who collect their clients» information about who they are and what they're looking for, then create an online dating profile, spend hours searching various online dating sites on their behalf, and then handle all communication with potential dates.

In an October 4 post to the OverDrive blog, Lead Library Advocate Lindsey Levinsohn offered reassurances that the firm «does not collect or maintain any personal information» about visitors to its library clients» websites.

Credit bureaus, or credit reporting agencies, collect information about consumers» financial affairs and sell the information to their clients, such as credit grantors, employers, and insurance companies.

Three quarters of them fell short on collecting and documenting important information about clients, including their risk tolerance.

In order that you are reliably informed about how we operate, we have developed this privacy notice (also known as a Fair Processing Notice or FPN), which describes the ways in which we collect, manage, process, store and share information about you as a result of you being our client or visiting this site.

A post-matter client survey is one of the best ways to collect information about what clients thought about the services you provided to them.

My SLAW post last week was about the importance of keeping your clients happy, and how a post matter client survey (a sample survey is here) is one of the best ways to collect information about what clients thought about the services you provided.

Ask a question about responsiveness and unless you have defined responsiveness, or operationalized it, to mean something specific to the client, such as returned phone calls, then collecting «feelings» will be useless information because you will not know how to improve responsiveness....

When third parties are involved in the collection, use or disclosure of our clients» personal information about you (such as medical professionals, financial institutions, contract service providers) we will request your consent, unless there is a reasonable explanation to consider that your consent to collect, use or disclose that information is implied.

Client / Matter Numbers: Sooner Rather Than Later by Aaron Brown New Business Intake (NBI) teams can be wary of giving attorneys client / matter numbers for fear that once they have provided the number, they have lost all leverage to collect additional vital information about the engagClient / Matter Numbers: Sooner Rather Than Later by Aaron Brown New Business Intake (NBI) teams can be wary of giving attorneys client / matter numbers for fear that once they have provided the number, they have lost all leverage to collect additional vital information about the engagclient / matter numbers for fear that once they have provided the number, they have lost all leverage to collect additional vital information about the engagement.

As a client, we collect Personal Information from you for the purpose of providing you with information about our services or to provide you with professional legal services that you have requestInformation from you for the purpose of providing you with information about our services or to provide you with professional legal services that you have requestinformation about our services or to provide you with professional legal services that you have requested from us.

A post-matter client survey is one of the best ways to collect information about what clients thought about the services you provided.

We limit the personal information we collect and use for client relationship and development purposes and for our publication and seminar programs to contact information and information about preferences provided by the individual.

If you're interested in learning more about how Lexicata can help you automate your client agreements, collect information via online client intake forms, or any of our other features, feel free to schedule a free product demo using the green button at the top of the screen!

That is where matters stood until 2008 when the federal government amended the regulations under the Act to require lawyers to collect and maintain certain information about their clients and the clients» activities.

Hicks Morley normally collects, uses and discloses personal information about our clients and service providers in order to provide clients with professional legal services.

Sources from which we may collect nonpublic information about you include: information we receive from you on applications or other forms in writing, via facsimile transmission, by telephone, by electronic means including e-mail and our website, or by other means of communication; information resulting from your transactions with us, our affiliates or others; information resulting from entitled services that you have received from us, our affiliates or others; information obtained from governmental sources, such as your driving record and claims history (insurance clients); and information obtained from non-governmental sources, such as demographic data used for marketing purposes.

Usual work activities mentioned in a well - written resume sample for Leasing Agent are representing clients, collecting information about the property, taking photos, identifying potential customers, and negotiating contract terms.

Collect information about schools, employment and programs, such as tuition, cost of books and schedules for clients interested in pursuing schooling and or employment.

Essential job responsibilities of a Personal Shopper are collecting information about customers, maintaining customer databases, recommending new products, finding ways to motivate purchasers to visit the store often, maintaining their knowledge of industry trends, and ensuring an excellent shopping experience for each client.

We may collect personal information from Clients / Users in a variety of ways including through the creation of a user account on our site, when placing an order, uploading of an existing resume, the completion of the Questionnaire about your job targets and current positions, or any other services and / or features that are made available on our site.

• Collected case files for attorneys and made sure they were properly updated before providing clients with information about their case.

I just finished reading that the Ontario privacy commissioner has ruled that the Liquor Control Board of Ontario must stop collecting and using private information about its store broker clients and stop making that information available to whoever wants it.

And here we have the Competition Bureau demanding that TREB and CREA collect and give out private information about the clients of its real estate broker offices to whoever wants it.

Local business flyers and brochures — By collecting information about an area's most popular businesses, like retail stores and restaurants, you can show potential clients that you know a lot about your market.

This Policy governs Personal Information collected from and about (i) individuals who are or may become Clients of Royal LePage ProAlliance Realty and (ii) individuals or organizations with whom Royal LePage ProAlliance Realty works with.

The Saskatchewan sales rep is mad as heck about having to collect additional confidential information about his clients» transactions, in order to comply with FINTRAC requirements.